Business-to-Business (B2B) System
First Time Setup
Go into B2B Flags and enter your Login, Password, and URL. You can get this information from Computer Insights.
To navigate to B2B Flags
Main Menu 9. Utilities 10. System Administrator System 5. System Setup 2. Set Up Miscellaneous 4. Entity & System Flags 0. B2B Flags
To edit B2B user security go to the Enter & Edit User Permissions menu.
Main Menu 9. Utilities 10. System Administrator System 6. Security System
B2B Customer Options
The Enter & Edit Users screen is where you want to begin when setting customer options.
From here you can:
Enter & Edit Users
Enter & Edit Shippers
Enter & Edit Products
View and upload order history
To get to this screen:
Main Menu 3. Accounts Receivable System 3. Accounts Receivable File Maintenance 1. Enter & Edit Customers
Select your customer and select F5=More, F7=More, F7=B2B
You must add at least one user before attempting any of the Fkey functions on this screen. Once a user is added it will make this customer a B2B customer at that point. When adding the first user you will also be required to select a shipper. Adding subsequent users will not require the shipper step.
Exporting a List of B2B Products
Go into Export Customer Products
Main Menu 3. Accounts Receivable System 3. Accounts Receivable File Maintenance 9. B2b System 2. B2b Products 1. Export Customer Products
Go into Enter & Edit Customers, choose a customer and select F5=More, F7=More, and F7=B2B.
This will get you to the B2B Users screen. Select F3=B2B Products and F3=Export Products on that screen.
Export the scroll box to Excel where you can further edit the data.
When you have completed editing the data save it as a tab delimited text file in the Import directory.
You are now ready to use Import B2B Customer Products
Importing a List of B2B Products
Go into Import B2B Customer Products
Main Menu 3. Accounts Receivable System 3. Accounts Receivable File Maintenance 9. B2b System 2. B2b Products 2. Import B2B Customer Products
Select the import file and customer and choose “Yes” to Import Now?
The next screen will give a report on if there were and problems and how many records have been read.
You can also select to upload to the web at this point.
This step can also be done in the B2B Products Fkey found on the B2b users screen.